John Armitage
Egerton Capital · SEC CIK 1581811
Long/short quality across Europe and the US.
Q1 2026
Latest 13F
$9.01B
Filed US book
24
Positions
Largest holdings, as filed
Top 15 of 24 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| VISA INC | V | $1.24B | 13.8% |
| ALPHABET INC | GOOG | $992.43M | 11.0% |
| MOODYS CORP | MCO | $674.30M | 7.5% |
| LINDE PLC | $529.66M | 5.9% | |
| CARPENTER TECHNOLOGY CORP | CRS | $524.58M | 5.8% |
| AMAZON COM INC | AMZN | $492.21M | 5.5% |
| VULCAN MATLS CO | VMC | $481.76M | 5.3% |
| NVIDIA CORPORATION | NVDA | $466.52M | 5.2% |
| INTERACTIVE BROKERS GROUP IN | IBKR | $420.88M | 4.7% |
| AMPHENOL CORP | APH | $362.80M | 4.0% |
| CME GROUP INC | CME | $349.37M | 3.9% |
| UBER TECHNOLOGIES INC | UBER | $334.64M | 3.7% |
| DEVON ENERGY CORP NEW | DVN | $328.35M | 3.6% |
| CRH PLC | $290.06M | 3.2% | |
| CANADIAN NAT RES LTD MED TER | CNQ | $277.06M | 3.1% |
Inside the app: the full book for Egerton Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.